'Stock portfolio' category

All you need to know about calculating NAV units for your stock portfolio
This blog article explains in greater detail how to determine stock portfolio performance based on units of NAV (Net Asset […]
Compare the performance of your stock portfolio to S&P 500 using Excel
By comparing your stock portfolio performance to index S&P500 you know if the time you spent on analyzing companies paid […]
Tracking a stock portfolio in excel (auto update)
Question: I found a question here about tracking a stock portfolio. He would like to automatically create an overview table […]
Calculate your stock portfolio performance with Net Asset Value based on units in excel
In a previous related post we calculated the stock portfolio performance using the most current stock prices compared to buying […]
Automate net asset value (NAV) calculation on your stock portfolio
Introduction In this post I am creating a spreadsheet that will calculate stock portfolio performance. To do this I am […]

Excel formula categories

AverageChooseCombine MergeCompareConcatenateConditional FormattingCountCount valuesDatesDuplicatesExtractFilterFilter recordsFiltered valuesFilterxmlHyperlinkIf cellIndex MatchLogicLookupsMatchMaxMinNumbers in sumOR logicOverlappingPartial matchRecordsSequenceSmallSort bySort valuesSumSumifsSumproductString manipulationTimeUnique distinct recordsUnique distinct valuesUnique recordsUnique valuesVlookupVlookup return values

Excel categories